Strategy & Criteria

How We Can Help

Given our prior hands-on experience, we can contribute more than just capital to help companies grow and we can tap our expansive network when appropriate. Specifically, we can contribute by:

  • Recruiting management talent (as appropriate)
  • Creating strategic plans
  • Developing research and analytics
  • Accelerating distribution expansion
  • Innovating (e.g. new product launches)
  • Driving supply chain efficiencies
  • Reinvesting in marketing initiatives
  • Expanding operations internationally
  • Investing behind a platform through add-on acquisitions

Consumer Industry Focus

We have spent the majority of our careers building enduring businesses in the consumer industry and we continue to see substantial opportunity today in the broad middle-market. Specific sub-sectors of interest include (but are not limited to):

  • Food
  • Beverage
  • Baby
  • Beauty
  • Personal Care
  • Household
  • Outdoor
  • Fitness
  • Pet
  • Private Label
  • Co-Manufacturers
  • Services

Key Company Attributes

We seek to invest in companies that generate up to $25 million of EBITDA, but are able to pursue larger opportunities with several like-minded co-investors. Given our focus on profitability, we generally do not invest in start-ups. We are comfortable with distressed opportunities so long as there is a stable business model underlying current balance sheet issues.

Investment Size & Structure

We are highly flexible in terms of investment size and structure (e.g., common equity, preferred equity, junior debt).